BUILD BACK BETTER

IN UK EQUITIES

14 June 2022, The Ned, London

Welcome

Have the bearish views of investors in UK equities been justified or are the UK economy and its businesses in fact undergoing a significant turnaround? We believe it’s the latter and we invite you to join us to find out why.

We would be delighted if you could join us on 14 June from 9.00am at The Ned, London. Please register via the button below.

As UK equities build back from the challenges of BREXIT and COVID there are many green shoots emerging and as the champions of UK equities excellence, we pride ourselves on understanding the asset class better than anyone else. We believe that clients are underestimating the opportunity; they don’t appreciate the possible upside, the growth potential or the extent of the transformation occurring – so join us to learn about why we believe UK equities are building back better.

J O Hambro Capital
Management

Build Back Better

Tuesday 14 June 2022
The Ned, London

Register

Agenda

Time Topic
9.00am Registration and light breakfast
9.30am Introduction
Introduction from Gavin White, Head of UK Sales.
9.45am Darren Winder, Lazarus Economics – Where next for the UK economy post Brexit, post covid…
Where next for the UK economy? After BREXIT and as we emerge from COVID how is the UK economy coping and what comes next for UK investors and companies. Darren Winder is the Head of Lazarus Economics and Strategy and previously worked at the Bank of England, SG Warburg/UBS and Cazenove.
10.10am Clive Beagles, Fund Manager – Cool Britannia: Time to start recognising the value of UK Equities
UK valuations are as appealing as they have been for some time. Clive will explain why he is seeing significant value in UK equities and illustrate how some UK companies are in rude health and paying increasing dividends despite a volatile economic backdrop.
10.30am Rachel Reutter, Fund Manager – Why you’re misunderstanding UK equities
Too many investors still associate UK equities with only banks and oil majors, this characterisation fundamentally misunderstands UK equities. There are many UK companies with long-term structural growth tailwinds, that are globally leading in their fields and providing very attractive levels of growth.
10.50am Break
11.05am Mark Costar, Fund Manager – A new era; finding tomorrow’s growth
The twin pressures of Brexit and Covid have formed a new set of structural investment trends that have definitively changed the landscape for UK equities. In this new era, we believe the growth stocks of the future will not come from the existing coterie of high PE fans favourites, but from a new generation of undiscovered, mispriced enterprises ideally placed to exploit this change.
11.25am Alex Savvides, Fund Manager – Constructivism; engagement with a purpose
Alex Savvides is a transformation investor who for 13 years has worked with UK companies to help them realise their value. He will explain why he believes UK equities aren’t going extinct and why many investors are increasingly turning positive and how this has been driven by transformation.
11.45am Tom Matthews, Senior Manager Sustainable Investments - What Darwin can tell us about sustainable returns: Evolutionary theory, the folly of ‘ESG’ and delivering real-world impacts
An insight into the many, often conflicting, considerations our UK equity fund managers face in delivering clients sustainable returns and how the sustainable investments team are helping them to navigate this.
12.05pm Keynote speech by Chrissie Wellington, Four-time Ironman Triathlon World Champion
12.35pm Closing remarks, Gavin White
Closing remarks from Gavin White, Head of UK Sales.
12.45pm Lunch and drinks
Join us for some great British cuisine and wine in the sunshine on the terrace.

Speakers

Gavin White

Head of UK Intermediary Sales

21 years of industry experience, joined JOHCM in July 2006

Gavin is Head of UK Intermediary Sales. In addition to maintaining his London and regional relationships he has specific responsibility for formulating sales strategy for the UK Sales team, as they endeavour to broaden the firm’s links with intermediaries. Prior to joining JOHCM, Gavin spent six years at Credit Suisse Asset Management, where latterly he was Intermediary Sales Executive covering both discretionary and non-discretionary clients throughout the UK. Gavin holds a BA (Hons) in Economics from the University of Leicester and the Investment Management Certificate.

Clive Beagles

Senior Fund Manager

32 years of industry experience, joined JOHCM in September 2004

Clive co-manages the JOHCM UK Equity Income Fund, alongside James Lowen, and is one of the UK’s most highly respected equity income managers. Prior to joining JOHCM, Clive worked at Newton Investment Management as Investment Leader, UK Equities and managed the successful Newton Higher Income Fund for three years. Clive holds a BA (Hons) in Economics and is an associate member of the Institute of Investment Management and Research.

Rachel Reutter

Senior Fund Manager

15 years of industry experience, joined JOHCM in September 2012

Rachel co-manages the JOHCM UK Opportunities Strategy alongside Michael Ulrich. Rachel has been working on the UK Opportunities strategy since she joined JOHCM in 2012. Prior to joining JOHCM, Rachel worked for Goldman Sachs where she was a Lead Sector Analyst in the Global Investment Research Division. Before that she worked as an Analyst at Stifel and in Global Banking and Markets at RBS. Rachel holds an MA in Geography from The University of Oxford and is a CFA Charterholder.

Mark Costar

Senior Fund Manager

29 years of industry experience, joined JOHCM in August 2001

Mark is Senior Fund Manager of the JOHCM UK Growth Strategy which he has managed since inception in 2001. Prior to joining JOHCM, Mark spent nine years at Clerical Medical Investment Group, where he was responsible for managing approximately £2 billion of assets. He managed the Clerical Medical UK Growth Fund from July 1996. Mark holds a BSc (Hons) in Industrial Economics from the University of Warwick.

Alex Savvides

Senior Fund Manager

25 years of industry experience, joined JOHCM in March 2003

Alex is Senior Fund Manager of the JOHCM UK Dynamic Strategy. He joined JOHCM in March 2003 as Assistant Fund Manager of the JOHCM UK Growth Strategy, working together with Mark Costar (Lead Fund Manager). Alex developed and launched UK Dynamic in June 2008, in doing so becoming the first internally developed Fund Manager to launch a new and 'home grown' investment process at JOHCM, as well as the first to be backed by seed capital solely from JOHCM's own balance sheet. Prior to joining JOHCM, Alex spent his early investment career at three independent UK stockbroking firms, starting his career as a Research Associate at Astaire & Partners before moving into corporate and non-corporate sales roles at Teather & Greenwood and Numis Securities. Alex is a Fellow of the Securities Institute and holds the Securities Institute Diploma. He also holds a BA (Hons) in Politics from the University of Nottingham.

Tom Matthews

Sustainable Investments Senior Manager

16 years of industry experience, joined JOHCM in November 2013

Tom is Senior Manager in the Sustainable Investments Team. Prior to joining the Sustainable Investments Team in January 2022, Tom was Senior Analyst for the JOHCM UK Dynamic Strategy supporting Alex Savvides. Before joining JOHCM, Tom worked for Espirito Santo Investment Bank within the UK Small/Mid Cap Equity Sales. From 2005 to 2010, Tom was an Executive in the Special Situations Group (Corporate Finance) for EY. Tom holds a MA in Economics and Management from Oxford University and is Association of Chartered Certified Accountants (ACCA) qualified. He also holds the Investment Management Certificate (IMC) and a post graduate certificate in sustainable leadership from the University of Cambridge

Darren Winder

Head of Lazarus Economics and Strategy

Darren studied Economics at the University of Sheffield and started his career at the Bank of England in 1988. He joined SG Warburg/UBS in 1993 where he became Chief UK Economist before joining Cazenove as Head of UK Economics and Strategy. Darren is currently Head of Lazarus Economics and Strategy.

Chrissie Wellington (Keynote speaker)

Four-time Ironman Triathlon World Champion

Chrissie Wellington OBE is a former British professional triathlete and four-time Ironman Triathlon World Champion (2007, 2008, 2009, 2011). Chrissie is the first British athlete to win the Ironman Triathlon World Championship, and was undefeated in all thirteen of her races over the ironman distance. She holds the official world record for the ironman distance, at 8hours18minutes (including a 2hr44 marathon).

Prior to becoming a professional athlete in 2007, she worked for the British Government's Department for Environment, Food and Rural Affairs (DEFRA) as a policy adviser on international development, and also managed water and sanitation projects in Nepal. Since retiring from professional sport in 2012, Chrissie’s work focuses on improving individual and population health and wellbeing, including interventions to increase participation in physical activity. She is the Global Head of Health and Wellbeing for parkrun and is committed to promoting participation for all, thereby addressing the entrenched health and wellbeing inequalities that impact many countries across the world.

Chrissie published her Sunday Times Best Selling autobiography, A Life Without Limits, in 2012, and her second book, To the Finish Line: A World Champion Triathlete's Guide to Your Perfect Race, in 2017. In 2021, she co-authored and published two fully illustrated children's books.

Location

The conference will take place at The Ned, London

27 Poultry, London, EC2R 8AJ

T: 020 3828 2000
W: www.thened.com
View on google maps

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BUILD
BACK
BETTER

14 June 2022, The Ned, London